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JDVCX vs RLBCX
JDVCX vs RLBCX Comparison
Open Charts JDVCX vs RLBCX
JPMorgan Diversified C
Price$16.17
Change+$0.05 (+0.31%)
VolumeN/A
Net Assets470.57M
American Funds American Balanced R3
Price$36.64
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
JDVCX vs RLBCX Comparison Chart in %
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JDVCX vs. RLBCX commentary
Jul 06, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is JDVCX is a StrongBuy and RLBCX is a Buy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 252B vs. JDVCX (471M). JDVCX pays higher dividends than RLBCX: JDVCX (1.88) vs RLBCX (1.57). JDVCX was incepted earlier than RLBCX: JDVCX (22 years) vs RLBCX (23 years). JDVCX (1.74) is less costly to investors than RLBCX (0.89). JDVCX is a more actively managed with annual turnover of: 63.00 vs. RLBCX (44.00). RLBCX has a lower initial minimum investment than JDVCX: RLBCX (250) vs JDVCX (1000). RLBCX (7.52) and JDVCX (7.16) have marching annual gain over last year. RLBCX return over 5 years is better than : 39.59 vs. JDVCX (9.35).
| JDVCX | RLBCX | JDVCX / RLBCX | |
| Total Expense Ratio | 1.46 | 0.89 | 164% |
| Annual Report Gross Expense Ratio | 1.74 | 0.89 | 196% |
| Fund Existence | 22 years | 23 years | - |
| Gain YTD | 7.062 | 7.917 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 471M | 252B | 0% |
| Annual Yield % from dividends | 1.88 | 1.57 | 120% |
| Returns for 1 year | 7.16 | 7.52 | 95% |
| Returns for 3 years | 24.12 | 34.01 | 71% |
| Returns for 5 years | 9.35 | 39.59 | 24% |
| Returns for 10 years | 9.01 | 62.14 | 15% |